Make Lead Source and Customer Type Required Fields
Make Lead Source and Customer Type
Required Fields (1:37)
Notes
- Each company can determine if these fields are required on the App Only, Web Only or Both.
- When Required, there will be a red asterisk next to the field label on the app to provide a visual to the technician that the field is required.
- This setting applies to both when creating a new customer and editing an existing customer record. For example, if you previously did not have the fields to be required and change the setting such that they are required, when you go to edit a customer you will now have to provide a value.
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